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Ishares Ibonds Dec 2029 Muni Etf shares owned by Rossmore Private Capital

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Rossmore Private Capital from 13F filings

Historical chart of Rossmore Private Capital investment in Ishares Ibonds Dec 2029 Muni Etf

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All positions including Ishares Ibonds Dec 2029 Muni Etf held by Rossmore Private Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Rossmore Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 9.9k 25.53
2025-06-30 $216k 8.6k 25.23

More positions owned by Rossmore Private Capital

Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Automatic Data Processing (ADP)

View all positions for Rossmore Private Capital

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Mercer Global Advisors
HighTower Advisors
Us Bancorp
Vishria Bird Financial Group
Wells Fargo & Company
UBS Group
Kathmere Capital Management
LBMC Investment Advisors
Raymond James Financial
Praetorian Wealth Management
LPL Financial
CliftonLarsonAllen Wealth Advisors
Summit Financial
Stifel Financial

View all funds holding Ishares Ibonds Dec 2029 Muni Etf